Morey & Quinn Wealth Partners’s First Trust Dorsey Wright Focus 5 ETF FV Stock Holding History

Morey & Quinn Wealth Partners’s Portfolio FV Stock Details FV Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$4.01M	Buy	52,856 +38	+0.1%	+$2.62K	2.58%	8
2026 Q1	$3.19M	Buy	52,818 +248	+0.5%	+$16K	2.27%	10
2025 Q4	$3.31M	Buy	52,570 +103	+0.2%	+$6.38K	2.37%	9
2025 Q3	$3.25M	Buy	52,467 +889	+2%	+$54.2K	2.39%	10
2025 Q2	$3.06M	Sell	51,578 -914	-2%	-$50.9K	2.45%	9
2025 Q1	$2.88M	Buy	52,492 +1,035	+2%	+$61.4K	2.38%	8
2024 Q4	$3.04M	Buy	+51,457	New	+$3.08M	2.58%	9

Other funds holding FV

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return

PWS

Proactive Wealth Strategies Marietta, Georgia $623M AUM 30.7% 1-Year Est. Return

Morey & Quinn Wealth Partners's FV Position: Q2 2026 in Review

Morey & Quinn Wealth Partners increased its First Trust Dorsey Wright Focus 5 ETF (FV) stake by 0.07% in Q2 2026, buying an estimated $2.62K and bringing the position to 52,856 shares worth $4.01M. The position accounts for 2.58% of the portfolio, ranked #8.

Morey & Quinn Wealth Partners first reported a position in FV in Q4 2024 and has held it in 7 quarters since. 353 funds tracked by Wall St. Rank hold FV as of Q2 2026.

Morey & Quinn Wealth Partners held 52,856 shares of First Trust Dorsey Wright Focus 5 ETF worth $4.01M as of Q2 2026.
Morey & Quinn Wealth Partners bought 38 First Trust Dorsey Wright Focus 5 ETF shares in Q2 2026, an estimated $2.62K.
First Trust Dorsey Wright Focus 5 ETF made up 2.58% of Morey & Quinn Wealth Partners's portfolio in Q2 2026, its #8 holding.
Morey & Quinn Wealth Partners first reported a position in First Trust Dorsey Wright Focus 5 ETF in Q4 2024 and has held it in 7 quarters since.
353 funds tracked by Wall St. Rank held First Trust Dorsey Wright Focus 5 ETF as of Q2 2026.

Based on Morey & Quinn Wealth Partners's 13F filing for Q2 2026, filed 27 Jul 2026.